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Schwab US TIPS ETF
SCHP

Overview Fund Activity

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$395M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$556M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$61.1M
4
SL
4
Systelligence LLC
Minnesota
$34.7M
5
LGWM
5
Litman Gregory Wealth Management
California
$45.7M

Top Sellers

1
QCM
1
Quadratic Capital Management
Connecticut
$1.5B
2
Jane Street
2
Jane Street
New York
$142M
3
Citigroup
3
Citigroup
New York
$31M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$20.5M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
676
MV Capital Management
Maryland
$34K – – –
CWC
677
Carolinas Wealth Consulting
North Carolina
$34K +$181 +6 +0.5%
LSA
678
Lansing Street Advisors
Pennsylvania
$34K +$34K +1,134 New
CIBC Private Wealth Group
679
CIBC Private Wealth Group
Georgia
$33K +$33K +1,088 New
FA
680
Fortis Advisors
Pennsylvania
$29K -$23.8K -790 -45%
FCA
681
FinTrust Capital Advisors
South Carolina
$29K – – –
ATC
682
Adirondack Trust Company
New York
$28K – – –
KPCM
683
Kings Point Capital Management
New York
$26K – – –
Bank of Montreal
684
Bank of Montreal
Ontario, Canada
$25K -$139K -4,542 -85%
AW
685
Avion Wealth
Texas
$25K – – –
CDIA
686
Capital Directions Investment Advisors
Georgia
$25K +$25K +814 New
LWA
687
Lowe Wealth Advisors
Maryland
$24K +$24K +778 New
PK
688
Pflug Koory
Nebraska
$23K – – –
RWA
689
RGT Wealth Advisors
Texas
$23K – – –
FFWM
690
Future Financial Wealth Management
Ohio
$23K – – –
KFI
691
Key Financial Inc
Pennsylvania
$22K – – –
BWM
692
Baystate Wealth Management
Massachusetts
$20K +$59 +2 +0.3%
SIC
693
Salem Investment Counselors
North Carolina
$20K +$608 +20 +3%
FFA
694
Freedman Financial Associates
Massachusetts
$18K – – –
TF
695
Tompkins Financial
New York
$18K +$18K +600 New
GWM
696
Geneos Wealth Management
Colorado
$17K -$71.9K -2,436 -81%
IWP
697
IAG Wealth Partners
Wisconsin
$17K +$17K +576 New
SIAP
698
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$15K +478 New
FAG
699
Fortitude Advisory Group
Washington
$14K +$5.79K +196 +71%
S
700
SignatureFD
Georgia
$13K -$19.4K -652 -60%
26 27
28
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